2023 Form 5500 filing — Association Of Texas Professional Educators Employee Plan And Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725152957NAL0024537824001) for Association Of Texas Professional Educators Employee Plan And Trust, reported by Association Of Texas Professional Educators under EIN 74-2119788 and plan number 001. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.2MReported net assets$14,189,775
Participants81
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240725152957NAL0024537824001
Plan sponsor
Association Of Texas Professional Educators
EIN
74-2119788
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.2M total assets
Net assets$14.2MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$309.4K
Participant$382.8K
Full reported line items
Total assets (EOY)
$14,189,775
Total liabilities (EOY)
$0
Net assets (EOY)
$14,189,775
Employer contributions
$309,389
Participant contributions
$382,837
Total income / additions
$3,001,768
Benefits paid
$1,220,932
Administrative expenses
-$7,613
Total expenses
$1,214,526
Net increase / (decrease)
$1,787,242

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725152957NAL0024537824001 cover?
It is the 2023 Form 5500 filing for Association Of Texas Professional Educators Employee Plan And Trust, reported by Association Of Texas Professional Educators (EIN 74-2119788).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages